Set Up Routing Requirements

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There are three document approval levels that you can set up for your company:

• 1-level Approval Optional: No approvals needed before a document can be published.
• 1-level Approval Required: The document writer can choose which reviewers should approve the document. All selected reviewers must approve the document before it can be published. The number of approvers is optional.
• 2-level Approval Required: Requires two sets of approval. After all 1st level reviewers approve the document, all 2nd level reviewers must approve the document before it can be published. The number of approvers is optional. If 2nd level approval is selected, you must choose the final approvers who will be required to review and approve the document before it can be published.

To set up routing approval:

1. Click the level of approval that you want.
2. If 2nd level approval is selected:
   • Choose the final approvers from the Active Users list, then click Include. All selected reviewers will be required to approve the document before the document can be published. To clear the list and start over, click Clear List.
   • Enter the number of days after the 1st level approval when the final reviews are due.
3. Click Save. A confirmation message indicates that the changes were successfully saved.